When you choose CRP as your financial advisor, you don’t get an individual-you get a team!
As our name indicates we are a group of professionals, teamed together to provide essentially all of your financial needs from the basic investment plan to the most complex financial or retirement design.
Andy Barkate is the president of California Retirement Plans LLC and is a retirement planning advisor and counselor for the non-securities side of our business. Andy also works with our clients in the area of retirement planning, 401k/pension consultation, annuities, insurance and financial planning. Andy is 29 year veteran of the financial services industry and is also the TV on-air financial consultant on ABC 23 and on radio at KZIQ . Andy holds a Masters degree in Financial Planning, a destination held by less than 1% of those in the financial services industry. in addition he also holds a destination of “Certified College planning Specialist”.
Dianna Jones is the office administrator and customer support coordinator; she has been with our firm for over 12 years and she is the person to talk to for any account service needs- i.e. distributions from your account, address changes, etc
Lynette Grogan provides both office and customer support; she has a long history in the financial services business and has been with our firm over 1 year. She is the person to talk to for any account service needs- i.e. distributions from your account, address changes, etc
Casey Hibbard works in the areas of customer service and marketing. Her primary responsibilities are organizing customer in-office and phone appointments as well as company events such as educational classes and client appreciation event
Brad is our college intern. His primary areas of involvement are working on our website and social media sites as well as assisting in marketing activities such as educational classes and client appreciation events.
We also have a strong referral system, networking with reputable professionals to service you in areas such as tax planning, legal counsel, group and individual health insurance, and pension administration.